This help article is out-of-date. Instead, use the "Spaces" feature to track projects in Accompa.
Are you looking to add one or more "Projects" to your Accompa account so that you can enter and track requirements on a project-by-project basis? Here is how to achieve this.
- Create a custom field of the type "Picklist".
- Use "Project" as the "Label" for this field.
- Enter different projects (Project-1, Project-2, etc) as "Values" for this picklist field.
- When adding a new requirement (or editing existing requirements) - "Project" field will now appear in the form. Choose desired project for each requirement.
- Create a new "SmartView" and in "Filter Criteria" section define appropriate criteria for "Project" field (Example: Project equals "Project-1"). This SmartView will now display all requirements that correspond to that project.
|
